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Alphabet Inc. (GOOG $323.64)
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NVIDIA Corporation (NVDA $177.82)
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Veeva Systems Inc. Class A (VEEV $239.95)
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Roku Inc. (ROKU $94.88)
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Axon Enterprise Inc. (AXON $528.89)
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Digital Turbine Inc. (APPS $4.78)
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Celsius Holdings Inc. (CELH $40.40)
Q: What are your current thoughts about which United States companies you would recommend in a growth oriented portfolio. Some risk OK. Could you list and rank five of your favourites (apart from the FAANGs) and give an indication of risk.